Dell just had its best day ever on AI server explosion — ride the momentum with Dell and Palantir
Dell just reported explosive earnings thanks to AI server demand — revenue from AI servers surged 757% and the stock had its best day ever, jumping over 30%. Palantir, which partners with Dell on AI data centers, also jumped 10% on the news.
Idea
Dell's blowout quarter is the strongest proof yet that companies are spending real money on AI infrastructure — server revenue didn't just grow, it exploded 757%. When a stock gaps up 30% on that kind of fundamental news and multiple analysts raise their price targets, the momentum typically carries for days as institutions build positions. Palantir, Dell's announced AI factory partner, is riding the same wave — its 10% surge came directly from the Dell validation. Both stocks are in the sweet spot where the market is re-rating what they're worth.